以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽 车科技等，提供前瞻性行业研究报告、产业分析 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容编译自 ctee 。 TrendForce指出，今年四月起韩、美系原厂陆续宣布将于明年减少或停止供应智慧手机、笔电使 用的LPDDR4X，但因相对应的处理器晶片规格未能同步升级，导致市场恐慌性需求明显升温，预 期第三季价格将大幅季增23%至28%。 LPDDR5X主要因旺季备货影响，短期供给较紧张，叠加原 厂有意缩小和其他记忆体产品的价差，预估第三季合约价将维持上涨5%至10%。 Graphics DRAM第三季主要由NVIDIA新一代显卡备货带动需求，PC OEM也开始回补库存，但 整体拉货动能仍因游戏市场需求偏弱而相对保守。此外，三大原厂已逐步切换产能至GDDR7，以 因应NVIDIA新一代GPU上市，但NVID ...

Group 1 - The copper price has more than doubled over the last 10 years, indicating a significant long-term upward trend in the market [1] - Year to date, copper prices are up 25%, driven by tariff disruptions that have facilitated the movement of physical copper from global inventories to US consumers ahead of the tariff pause deadline [1]

Consumer discretionary is the worst sector of the year. Some of the biggest losers are retail names like Deckers, Lululemon, Ross Stores. Is the sector though prime for a rebound in the second half.Joining us now is Dana Telsey, Telsey Advisory Group CEO. Dana, good to see you. There's good to see you too.Thank you for having me. Yeah, it's good good to have you. Especially because there's such a mix of data.We were just talking about this labor report. Overall, great. the market's up, but underneath the su ...

Core Insights - Americans are expected to spend more on common barbeque items this Fourth of July due to rising prices of products like beer, outdoor folding chairs, and grill tools [1] Price Increases - The total cost of a typical grocery trip for a cookout has increased by 12.7% annually since President Trump's tariff announcement in April [2] - A six-pack of bottled lite domestic beer has seen price increases of over 13% since April [3] - Imported beers have also experienced price hikes, with Peroni Nastro Azzurro increasing by 10.5% and Modelo Especial by 9.5% [3] Tariff Impact - In April, tariffs of 25% were announced on beer imports and empty aluminum cans, with an increase to 50% on imported aluminum in June [4] - Higher aluminum costs have negatively impacted margins for some beer brands, including Constellation Brands [4] Cookout Gear Price Changes - Prices for cookout gear have also risen, with a Coleman foldable camping chair increasing by 47.7% and a 25-piece griddle accessories kit by 17.7% since April [5] - Other products have seen more modest price increases, such as Banana Boat sunscreen (8.1%), Reynolds Wrap aluminum foil (6.9%), Weber propane grill (5%), and disposable plates and utensils (3.3%) [5] Overall Barbeque Costs - A separate report indicated that the cost of a 10-person barbeque has risen by 4.2% this year, reaching $100 for the first time, largely due to higher beef prices [6]

NVIDIA TodayNVDANVIDIA$156.34 +2.04 (+1.32%) 52-Week Range$86.62▼$156.72Dividend Yield0.03%P/E Ratio50.47Price Target$175.78Add to WatchlistNVIDIA’s NASDAQ: NVDA stock price moved up to set a new all-time high in late June, and what comes next will be another significant updraft in share prices. Regardless of the cause, whether it is FOMO, results, analyst trends, institutional activity, short-covering, or a combination of these factors, this stock is moving higher, and the technical outlook remains robust ...

Global Economics Comment: Assessing the Economic Impacts of the War in the Middle East (Briggs/Peters) 23 June 2025 | 9:33AM EDT Assessing the Economic Impacts of the War in the Middle East +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Joseph Briggs +1(212)902-2163 | joseph.briggs@gs.com Goldman Sachs & Co. LLC Sarah Dong +1(212)357-9741 | sarah.dong@gs.com Goldman Sachs & Co. LLC Megan Peters +44(20)7051-2058 | megan.l.peters@gs.com Goldman Sachs International c45a43530f604d12bcb9a82b5aa6b9f ...

Bank of America Securities (BofA) analysts conducted a grocery price study in Las Vegas, comparing April 2025 in-store prices with those from a year earlier.They found average prices were up 2% year-over-year (and 23% higher than in 2019), with eggs driving much of the increase, excluding them, prices rose just 1%.Year-over-year, price hikes were the largest at Kroger Company KR and smallest at Dollar Tree, Inc.’s DLTR Family Dollar and Amazon.com, Inc.’s AMZN Whole Foods Market.Also Read: Walmart Snaps 10- ...

时隔三个月，成都新的楼面地价第二贵宅地诞生。 上海易居房地产研究院副院长严跃进分析认为，从今年地价先是破3万、再破4万可见，成都土地市场的 市场认可程度非常高。但要适当警惕地价的上升，防范过多转嫁给购房者。"对于购房者来说，房价本 身还是需要稳一点，过快的地价上涨，也容易产生一些市场困惑，导致一些交易的恐慌现象"。 （文章来源：南方都市报） 该地块位于东大街与一环路两大城市动脉交汇处，毗邻锦江区地标新希望D10天府、华发统建锦江首 府；距离2号线和6号线的换乘站牛王庙站约数百米；2公里生活圈内有春熙路—太古里、攀成钢、万象 城商圈；周边教育资源丰富，有成都七中育才、田家炳中学、川大附中等全龄段学校。 在今日竞拍中，该地块吸引华润置地、中海、金茂、厦门国贸等多家房企参与，最终竞价154轮由厦门 国贸竞得。其楼面地价也贵过了招商蛇口于今年3月11日以溢价70.43%，摘获的成都高新区桂溪街道铜 牌村9组、10组GX2025-05(070102)地块（楼面地价3.17万元/m²）。 为什么茶厂39亩地块会这么抢手？四川中原地产研究院院长吴江指出，该地块处于成都二环内，上一次 卖地还是两年前，其周边配套顶级，又处于成 ...

要点 如果油价持续保持在85美元/桶的水平以上，在亚洲地，泰国、韩国、台湾和ⷅ 度将因油气逆差更大而面临相对更大的增长下行风险。从宏观稳定性的角度来 看，我们预计通胀不会成为挑战，但菲律宾、ⷅ度和ⷅ尼的经济可能面临经常账 户赤字扩大的ⷭⱱ。 June 18, 2025 08:55 AM GMT 亚洲经济研究 | Asia Pacific M Idea 观点：油价上涨将于何时开始 影响亚洲？ 对供应短缺的担忧导致油价飙升，但鉴于石油负担比以前低 且通胀温和，对亚洲的影响应该是可控的。然而，如果油价 进一步上升至85美元/桶以上，并且美元持续走强，则可能导 致降息推迟。 Exhibit 1: 泰国、韩国和台湾的石油和 天然气贸易逆差最大 -6.7% -5.1% -4.0% -3.6% -3.2% -3.1% -3.0% -2.1% -1.4% -1.3% 1.0% 1.0% -8.0% -6.0% -4.0% -2.0% 0.0% 2.0% Thailand Korea Taiwan India Philippines Japan Hong Kong China Indonesia Singapore Malay ...

It takes some time for tariffs to work their way through the chain of distribution to the end consumer. A good example of that would be uh goods being sold at retailers today may have been imported several months ago before tariffs were imposed. So we're beginning to see some effects and we do expect to see more of them over coming months.We do also see price increases in some of the relevant categories like personal computers and audiovisisual equipment and things like that that are attributable to tariff ...